WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

WealthPLAN Partners’s Portfolio GAUG Stock Details GAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$585K	Sell	14,134 -2,173	-13%	-$88.4K	0.11%	149
2026 Q1	$631K	Sell	16,307 -8,243	-34%	-$324K	0.12%	142
2025 Q4	$964K	Sell	24,550 -47,533	-66%	-$1.85M	0.14%	132
2025 Q3	$2.78M	Buy	72,083 +6,603	+10%	+$250K	0.42%	76
2025 Q2	$2.42M	Buy	+65,480	New	+$2.31M	0.39%	79

Other funds holding GAUG

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthPLAN Partners's GAUG Position: Q2 2026 in Review

WealthPLAN Partners reduced its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 13% in Q2 2026, selling an estimated $88.4K and leaving 14,134 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #149.

WealthPLAN Partners first reported a position in GAUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q3 2025. 103 funds tracked by Wall St. Rank hold GAUG as of Q2 2026.

WealthPLAN Partners held 14,134 shares of FT Vest US Equity Moderate Buffer ETF August worth $585K as of Q2 2026.
WealthPLAN Partners sold 2,173 FT Vest US Equity Moderate Buffer ETF August shares in Q2 2026, an estimated $88.4K.
FT Vest US Equity Moderate Buffer ETF August made up 0.11% of WealthPLAN Partners's portfolio in Q2 2026, its #149 holding.
WealthPLAN Partners first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q2 2025 and has held it in 5 quarters since.
WealthPLAN Partners's FT Vest US Equity Moderate Buffer ETF August position peaked at $2.78M in Q3 2025.
103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.